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Charter Oak Capital Management

Charter Oak Capital Management

App Store★ 5.0FreeFirst seen 22 Oct 2026

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App info

Category: Finance
Age rating: 17+
Price: Free
Version: 2.0.994512
Released: Sep 8, 2018
Last updated: 11 Aug 2022
Size: 65.8 MB
Requires: iOS 10.0 or later
Languages: 0

5.01 ratings

★★★★★

Average rating on the App Store. Apple doesn't publish how many ratings each star has.

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What's newin version 2.0.994512

Bug fixes and updates

About this app

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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!

Developer website